Copper CRM

List/search companies, paginated (POST /companies/search)

Create a new company (POST /companies)

Fetch a company by id (GET /companies/{id})

Fetch a company by email (email in body) (POST /companies/fetch_by_email)

Update a company (PUT /companies/{id})

Delete a company (DELETE /companies/{id})

List/search leads, paginated (POST /leads/search)

Create a new lead (POST /leads)

Fetch a lead by id (GET /leads/{id})

Update a lead (PUT /leads/{id})

Delete a lead (DELETE /leads/{id})

Convert a lead to a person/company/opportunity (POST /leads/{id}/convert)

List/search people, paginated (POST /people/search)

Create a new person/contact (POST /people)

Fetch a person by id (GET /people/{id})

Fetch a person by email (email in body) (POST /people/fetch_by_email)

Update a person (PUT /people/{id})

Delete a person (DELETE /people/{id})

List/search activities, paginated (POST /activities/search)

Create a new (user-type) activity (POST /activities)

Fetch an activity by id (GET /activities/{id})

Update a (user-type) activity (PUT /activities/{id})

Delete a (user-type) activity (DELETE /activities/{id})

List/search opportunities, paginated (POST /opportunities/search)

Create a new opportunity (POST /opportunities)

Fetch an opportunity by id (GET /opportunities/{id})

Update an opportunity (PUT /opportunities/{id})

Delete an opportunity (DELETE /opportunities/{id})

List/search projects, paginated (POST /projects/search)

Create a new project (POST /projects)

Fetch a project by id (GET /projects/{id})

Update a project (PUT /projects/{id})

Delete a project (DELETE /projects/{id})

List/search tasks, paginated (POST /tasks/search)

Create a new task (POST /tasks) — requires only name

Fetch a task by id (GET /tasks/{id})

Update a task (PUT /tasks/{id})

Delete a task (DELETE /tasks/{id})

List all related items of an entity (GET /{resource}/{id}/related). resource ∈ leads|people|companies|opportunities|projects|tasks.

Relate an existing record to an entity (POST /{resource}/{id}/related)

Remove a relationship (DELETE /{resource}/{id}/related); related id/type in body

List/search users, paginated (POST /users/search)

Fetch a user by id (GET /users/{id})

Fetch a user by email (email in body) (POST /users/fetch_by_email)

List all custom field definitions (GET /custom_field_definitions)

Fetch a single custom field definition (GET /custom_field_definitions/{id})

Fetch account details (id, name) — safe identity/connectivity check (GET /account)

List activity types (GET /activity_types)

List contact types (GET /contact_types)

List customer sources (GET /customer_sources)

List loss reasons (GET /loss_reasons)

List all pipeline stages (GET /pipeline_stages)

List opportunity pipelines (GET /pipelines)